Course 1 of 7
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Your first day with Syncdo, in order: install it in WhatsApp Web, bring your leads in from a spreadsheet, invite your team, then learn the Syncdo bar, the lead list and the dashboard home. Each lesson is one task, with the steps written out.
1 chapter · 6 lessons · 6 min
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What’s in this course
Take the lessons in order, or open the one you need. Each is one task, with the steps written out.
Your first day
6 lessons · 6 min- 1Install Syncdo and connect your WhatsApp numberYou install the Syncdo extension in Chrome and sign in with your email.Guide · 1 min read
- 2Import your leads from a CSV or Excel fileYou bring a whole list of leads into Syncdo at once.Guide · 1 min read
- 3Add a teammateYou invite a teammate, give them a licence and set their role.Guide · 1 min read
- 4Find your way around the Syncdo barYou learn what each control on the bar across the top of WhatsApp Web does.Guide · 1 min read
- 5Start your day from the All leads listYou open the All leads list to see who to contact first, then work down it.Guide · 1 min read
- 6Start your day on the dashboard homeYou read the dashboard home to see what needs you today.Guide · 1 min read
After this course
Admin
Set up your workspace, your team, your numbers and your reports.